GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX)

Basic Info 12.13 0.07(0.57%)
June 14

GLOBAL OPPORTUNITIES FUND RETAIL CLASS started on 02/07/2006
GLOBAL OPPORTUNITIES FUND RETAIL CLASS is classified as asset class LARGE GROWTH
GLOBAL OPPORTUNITIES FUND RETAIL CLASS expense ratio is 1.91%
GLOBAL OPPORTUNITIES FUND RETAIL CLASS rating is
(32%)

GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) Dividend Info

GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) dividend growth in the last 12 months is 149.08%

The trailing 12-month yield of GLOBAL OPPORTUNITIES FUND RETAIL CLASS is 2.03%. its dividend history:

DateDividend
03/28/2024 0.04
12/28/2023 0.0862
09/29/2023 0.04
06/30/2023 0.05
03/31/2023 0.01
12/29/2022 0.0261
11/30/2022 0.0507
12/15/2020 0.253
12/13/2019 0.2
09/30/2019 0.01
06/28/2019 0.02
03/29/2019 0.01
12/28/2018 0.0393
12/12/2018 0.4525
06/28/2018 0.025
12/29/2017 0.028
12/11/2017 0.131
06/30/2017 0.005
12/30/2016 0.059
10/31/2016 0.01
09/30/2016 0.01
06/30/2016 0.03
12/31/2015 0.044
12/16/2015 0.25
12/31/2014 0.06
12/10/2014 1.459
09/30/2014 0.093
06/30/2014 0.01
12/18/2013 1.038
01/03/2011 0.031
04/30/2010 0.029
12/31/2008 0.05
12/31/2007 0.051
12/20/2007 0.621
06/29/2007 0.02
12/29/2006 0.061

Dividend Growth History for GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.1862 1.86% 142.45% -
2022 $0.0768 0.66% - 142.45%
2020 $0.253 2.22% 5.42% -9.71%
2019 $0.24 2.35% -53.56% -6.15%
2018 $0.5168 4.44% 215.12% -18.47%
2017 $0.164 1.70% 50.46% 2.14%
2016 $0.109 1.19% -62.93% 7.95%
2015 $0.294 2.84% -81.87% -5.55%
2014 $1.622 14.44% 56.26% -21.38%
2013 $1.038 10.09% - -15.79%
2011 $0.031 0.32% 6.90% 16.11%
2010 $0.029 0.36% - 15.38%
2008 $0.05 0.48% -92.77% 9.16%
2007 $0.692 6.44% 1,034.43% -7.88%
2006 $0.061 0.63% - 6.78%

Dividend Growth Chart for GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX)

GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) Historical Returns And Risk Info

From 02/07/2006 to 06/14/2024, the compound annualized total return (dividend reinvested) of GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is 3.973%. Its cumulative total return (dividend reinvested) is 104.214%.

From 02/07/2006 to 06/14/2024, the Maximum Drawdown of GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is 58.0%.

From 02/07/2006 to 06/14/2024, the Sharpe Ratio of GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is 0.16.

From 02/07/2006 to 06/14/2024, the Annualized Standard Deviation of GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is 18.9%.

From 02/07/2006 to 06/14/2024, the Beta of GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is 0.36.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
02/07/2006		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return(%) -0.2 7.5 14.0 -0.6 4.3 3.2 6.9 4.0 15.4 -13.0 1.4 3.1 13.2 -7.4 22.0 4.4 -7.2 5.6 23.3 12.9 -8.2 19.4 38.3 -43.6 5.1 10.6
Sharpe Ratio NA 1.46 1.19 -0.21 0.2 0.16 NA 0.16 1.0 -1.09 0.09 0.15 1.29 -0.76 2.71 0.27 -0.47 0.46 1.18 0.91 -0.31 0.95 1.25 -1.08 0.13 0.79
Draw Down(%) NA 5.0 10.4 29.2 29.2 29.2 NA 58.0 10.4 20.6 11.1 24.3 6.1 14.2 2.1 13.4 15.5 10.6 13.5 12.4 26.3 15.7 25.4 54.5 10.6 10.6
Standard Deviation(%) NA 10.2 10.7 13.1 14.1 13.3 NA 18.9 11.2 13.3 15.2 18.9 9.1 11.5 7.9 15.8 15.3 12.2 19.7 14.2 26.6 20.4 30.5 41.1 16.1 10.8
Treynor Ratio NA 0.32 0.25 -0.08 0.07 0.05 NA 0.08 0.23 -0.51 0.04 0.07 0.33 -0.2 0.31 0.05 -0.08 0.08 0.23 0.14 -0.23 -10.75 -2.21 -5.74 0.02 0.11
Alpha NA 0.0 -0.01 -0.01 -0.01 -0.02 NA 0.0 -0.02 -0.01 -0.01 -0.07 -0.01 -0.04 0.0 0.02 -0.06 -0.01 -0.03 -0.01 -0.02 0.08 0.17 -0.18 -0.02 0.04
Beta NA 0.46 0.5 0.34 0.38 0.44 NA 0.36 0.49 0.28 0.36 0.43 0.36 0.43 0.68 0.92 0.88 0.74 1.0 0.89 0.36 -0.02 -0.17 0.08 0.93 0.75
RSquare NA 0.64 0.67 0.47 0.55 0.55 NA 0.18 0.67 0.62 0.27 0.67 0.52 0.6 0.55 0.73 0.87 0.68 0.36 0.84 0.13 0.0 0.02 0.0 0.91 0.8
Yield(%) N/A 0.4 2.0 0.8 1.5 2.9 4.5 N/A 1.9 0.7 0.0 2.2 2.3 4.4 1.7 1.2 2.8 14.4 10.1 0.0 0.3 0.4 0.0 0.5 6.4 0.6
Dividend Growth(%) N/A -78.5 149.1 -70.0 -71.1 N/A N/A N/A 142.4 N/A -100.0 5.4 -53.6 215.1 50.5 -62.9 -81.9 56.3 N/A -100.0 6.9 N/A -100.0 -92.8 1034.4 N/A

Return Calculator for GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX)

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GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) Historical Return Chart

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GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/07/2006 to 06/14/2024, the worst annualized return of 3-year rolling returns for GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is -17.25%.
From 02/07/2006 to 06/14/2024, the worst annualized return of 5-year rolling returns for GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is -3.53%.
From 02/07/2006 to 06/14/2024, the worst annualized return of 10-year rolling returns for GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is 2.26%.
From 02/07/2006 to 06/14/2024, the worst annualized return of 20-year rolling returns for GLOBAL OPPORTUNITIES FUND RETAIL CLASS (FLFGX) is NA.

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